It means planning for the future, leaving a legacy and making sure all the hard work you're putting in today continues to pay off for generations.
How we can help you
Whether you're selling a business, saving for retirement or preparing the next generation for wealth, our dedicated Client Advisers and extensive global network of experts can offer thoughtful, practical guidance on how to navigate the way forward.
Client Advisers Ben Harrison and Katharine Taylor share their thoughts on how Rothschild & Co's advice and planning can help clients tackle any questions they have about their family's wealth and finances.
We have no sales targets and we have no product. As a result of that, we can provide our clients with truly independent, objective wealth management advice."
Ben Harrison
Client Adviser
Everyone's path to prosperity is different. Some people achieve success through entrepreneurship or carrying forward the family business; others inherit their wealth or receive unexpected windfalls. What unites many of our clients, however, is a common goal: protecting their wealth and seeing it grow.
As a family-controlled business spanning seven generations, we understand the importance of sustaining a legacy and apply the lessons we've learned over our 200-year history to advise clients on how to best prepare for their future.
With sound wealth management advice and a long-term investment plan, you can grow your wealth sensibly, while shielding it from the eroding force of inflation. Put simply, wealth preservation is often the secret to great wealth management.
Building a strong financial foundation for you and your family requires careful planning. You need to consider both your day-to-day spending requirements and your longer-term aspirations, while also preparing the next generation for wealth.
In our experience, looking years and decades ahead is the most effective approach to multigenerational planning. This is why many of our clients find it helpful to use our wealth framework to divide their wealth into different 'pots', each with a range of goals driven by accessibility, target returns and risk tolerance.
Once a clearer picture of your wealth and assets emerges, we then use cashflow forecasting to create a tailored plan, before investing prudently according to your needs.
FAQ
Our Client Advisers are a great sounding board for all your financial questions. We answer some of the most common questions they have been asked.
After spending years successfully growing your wealth, you should take an equally keen interest in preserving it. As time passes, inflation eats away at the real value of your money. Investing is one way to try and mitigate the impact of inflation.
However choosing where to invest can be a difficult and time-consuming process. Many individuals instead use a wealth manager to help them invest their money, and implement a long-term plan for their finances.
Rothschild & Co works with many successful entrepreneurs, families and charities to preserve and growth their wealth.
We realise that everyone has different financial circumstances and goals, but we believe that a strong plan is the best way to achieve continued prosperity.
Our wealth management team can discuss investment opportunities with you and can act as a sounding board on a broader range of financial issues.
Whether your goal is providing an income in retirement, estate succession planning or navigating complex family issues, we can connect you with our network of experts around the world.
Wealth is often hard earned but easily lost. A wealth manager can help you preserve and grow your wealth over the long term so that it ensures financial security not only for you and your family, but also for future generations.
While managing your own money is always an option, many people prefer having a professional adviser at hand to monitor their assets and guide them through difficult financial decisions.
